Featured Turning Complexity into Coordinated Action at Year-End
Effective year-end planning requires families to consider both the technical details and the broader priorities those decisions are meant to support.
Our insights & research.
Thoughtful guidance, timely analysis to help you navigate the path ahead.
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Preferred Life
From Prevention to Promotion: Raising Capable Adults Amid Wealth
Parents naturally move between two mindsets: preventing negative outcomes and promoting healthy development. The goal is not to eliminate prevention, but to notice when fear has become the organizing principle.
Preferred Life
Evolving Your Family’s Legacy and Impact Through Philanthropy
Thoughtful and inclusive intergenerational giving can help families honor where they have been while creating room for the rising generation to shape the family’s values and philanthropic purpose.
Preferred Life
Family Meetings: From Conversation to Culture
Family meetings are simply a structured way to create something most families say they want, but rarely make time for: thoughtful, honest conversation.
Preferred Life
From Purpose to Practice: Seven Principles for Meaningful Family Philanthropy
Philanthropy can be much more than a tax strategy. Done well, it’s a conversation that can strengthen family ties through shared purpose.
Preferred Life
A Different Kind of Gathering: Reflections from “Finding Meaning in Money”
At Pathstone’s 18th annual conference in Denver, conversations about time, identity, technological change, and human connection suggested that wealth may be most meaningful when considered in the context of a preferred life.
Preferred Life
Evolving the Story: Rethinking Money, Success, and Family Over Time
Three steps to help you recognize, refine, and reshape the narratives guiding your family.
Preferred Life
Can Family Conflict Be a Catalyst for Change?
Families who navigate moments of conflict most successfully tend to follow six key practices.
Preferred Life
Going the Distance: Five Qualities to Seek in a CDFA® Professional
Certified Divorce Financial Analysts® support attorneys and their clients in understanding the financial aspects of settlement negotiations. They can also help empower the client to make informed decisions for their financial future.
Preferred Life
2025 Year-End Planning Insights
A holistic approach across 8 dimensions of your preferred life.
Preferred Life
What Matters Most to You—This Season and Beyond?
Creating a long-term vision and strategy.